Oppenheimer Asset Management Inc. Schwab Strategic Tr Us Large C Transaction History

Oppenheimer Asset Management Inc.

  • $6.65 Billion
  • Q1 2024

A detailed history of Oppenheimer Asset Management Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Oppenheimer Asset Management Inc. holds 4,248 shares of SCHX stock, worth $278,159. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,248
Previous 4,239 0.21%
Holding current value
$278,159
Previous $239,000 10.04%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$55.41 - $62.08 $498 - $558
9 Added 0.21%
4,248 $263,000
Q4 2023

Feb 13, 2024
BUY
$48.47 - $56.6 $484 - $566
10 Added 0.24%
4,239 $239,000
Q3 2023

Nov 07, 2023
SELL
$50.36 - $54.21 $59,122 - $63,642
-1,174 Reduced 21.73%
4,229 $213,000
Q2 2023

Aug 02, 2023
BUY
$47.67 - $52.37 $524 - $576
11 Added 0.2%
5,403 $282,000
Q1 2023

May 10, 2023
BUY
$44.78 - $49.41 $1,209 - $1,334
27 Added 0.5%
5,392 $260,000
Q4 2022

Feb 06, 2023
BUY
$44.01 - $48.16 $660 - $722
15 Added 0.28%
5,365 $242,000
Q3 2022

Nov 14, 2022
BUY
N/A
5,350 New
5,350 $227,000

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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